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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 25-1696740 | Contract Administrator | $82,092 |
STACEY BRAUN ASSOCIATES, INC.3+ years Filed as: STACEY BRAUN ASSOCIATES Service code 27 · EIN 13-2889432 | Advisory (Plan) | $66,771 |
JENNINGS SIGMOND P.C.3+ years Filed as: JENNINGS SIGMOND Service code 29 · EIN 23-2025670 | Legal | $27,835 |
THE SEGAL COMPANY1 year Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $25,408 |
BELFINT, LYONS & SHUMAN, P.A.3+ years Service code 10 · EIN 51-0232399 | Accounting | $21,950 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 19 · EIN 51-0015390 | Securities Custodian | $20,108 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $145,218-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 1.8%-1.8pp |
| Annual return | 9.59% | -1.84%+11.4pp | -0.67%+10.3pp | 0.19%+9.4pp |
| Employer contribution / active EE | $3,811 | $15,717-75.8% | $31,731-88.0% | $13,763-72.3% |
| Participant deferral / active EE | $0 | $700-100.0% | $473-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $28,383-100.0% | $426-100.0% |